Premier Path Wealth Partners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Premier Path Wealth Partners, LLC
- $656 Billion
- Q4 2024
A detailed history of Premier Path Wealth Partners, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Premier Path Wealth Partners, LLC holds 10,324 shares of SPDW stock, worth $374,657. This represents 0.05% of its overall portfolio holdings.
Number of Shares
10,324
Previous 12,027
14.16%
Holding current value
$374,657
Previous $452 Million
21.99%
% of portfolio
0.05%
Previous 0.07%
Shares
5 transactions
Others Institutions Holding SPDW
# of Institutions
992Shares Held
507MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA66.7MShares$2.42 Billion4.81% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.94 Billion1.99% of portfolio
-
Allworth Financial LP31.7MShares$1.15 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC28MShares$1.02 Billion0.4% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$638 Million16.39% of portfolio